Earlier this year, some of you had the fortune of hearing Weston Wellington from Dimensional Fund Advisors speak on Redefining Investment Advice. In this article he shares how US small company stocks have outperformed US large company stocks since the election. This recent situation helps illustrate that returns happen quickly, unpredictably, and with large magnitude. […]
A Vote for Small Cap Stocks? Read More »
Perhaps you’ve been wondering why the stock market has been doing so well since the Presidential election. Leading up to the election, it was widely expected that Hillary Clinton was going to win. Virtually every poll showed this. Then when it seemed that Donald Trump was poised to win, the stock market moved downward very
Post-Election Market Performance Read More »
Do you remember seeing all of the gold commercials on tv when the recession of 2008 started. Well it seems like the gold commercials are making a resurgence. Yesterday I was working out at the gym and noticed a commercial from Lear Capital advocating that you should buy gold. Then later that evening I saw
Beware of Gold Commercials Read More »
The Affordable Care Act (ACA), better known as Obamacare, was partly created to provide insurance for those who were un-insurable. Prior to Obamacare, the United States Census Bureau, in 2012, estimated that around 48 million people in the U.S. were without health insurance. Multiple studies now show that as a result of ACA, the un-insured rate has
The Un-Affordable Care Act Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and International markets. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic on Presidential
3rd Quarter Market Review 2016 Read More »
Making investment decisions based on the outcome of presidential elections is unlikely to result in reliable excess returns for investors. At best, any positive outcome will likely be the result of random luck. At worst, it can lead to costly mistakes. Click here to read more. If you’re new to our blog and wish to
Presidential Elections and the Stock Market Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and International markets. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic. Click here to
2nd Quarter Market Review 2016 Read More »
Friday, June 24th was one of the most volatile days we’ve seen in the Stock Market since 2008. The US Market (S&P 500) was down about 3.50% and the International Market (MSCI EAFE) was down around 8.50%. All of this happened in one day and was a result of Britain leaving the EU (European Union).
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and International markets. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic. Click here to
1st Quarter Market Review 2016 Read More »
Those that attended the 8th Annual Client Appreciation Trivia Night were in for a treat when Brad sang an Adele song. Enjoy!!
(VIDEO) Brad Sings an Adele Song Read More »
by Dimensional Fund Advisors January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced a decline in prices as well as continued volatility and a decline in oil prices coincided with a decline in stock prices. These events provide an opportunity to examine several
Volatility, China, and Oil Read More »
If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can
The Ultimate Tax Shelter Read More »
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